Brian BrayHere’s an analysis of the growing private debt that’s fuelling much of the market gains this year.
Putin is well loved because he took control of Russia just as a massive influx of capital flowed in to westernize the country. It wasn’t his policies or leadership genius, he was just there at the right time.
Now the pattern is repeating with Mr. Trump. The rush to try and “own” super intelligence is fuelling economic growth sufficient to overcome the drag of ill considered policies and a fumbling executive branch.
He’s an accidental hero.
https://www.wheresyoured.at/is-there-any-real-money-in-renting-out-ai-gpus/
Is There Any Real Money In Renting Out AI GPUs?
NVIDIA has become a giant, unhealthy rock on which the US markets — and to some extent the US economy — sits, representing 7-to-8% of the value of the market and a large percentage of the $400 billion in expected AI data center capex expected to be spent this year, which in